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Ullmann Wealth Partners Group’s Constellation Energy CEG Stock Holding History

Ullmann Wealth Partners Group’s Portfolio CEG Stock Details CEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$275K Buy
1,107
+62
+6% +$17.5K 0.03% 144
2026
Q1 		$292K Buy
1,045
+9
+0.9% +$2.73K 0.03% 132
2025
Q4 		$390K Buy
1,036
+6
+0.6% +$2.18K 0.04% 113
2025
Q3 		$339K Buy
1,030
+22
+2% +$7.1K 0.04% 119
2025
Q2 		$325K Buy
1,008
+10
+1% +$2.65K 0.04% 115
2025
Q1 		$201K Buy
+998
New +$267K 0.03% 133

Other funds holding CEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
EC
ECP ControlCo Summit, New Jersey $4.67B AUM 13.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ullmann Wealth Partners Group's CEG Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Constellation Energy (CEG) stake by 5.9% in Q2 2026, buying an estimated $17.5K and bringing the position to 1,107 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #144.

Ullmann Wealth Partners Group first reported a position in CEG in Q1 2025 and has held it in 6 quarters since. The position peaked at $390K in Q4 2025. 1,857 funds tracked by Wall St. Rank hold CEG as of Q2 2026.

  • Ullmann Wealth Partners Group held 1,107 shares of Constellation Energy worth $275K as of Q2 2026.
  • Ullmann Wealth Partners Group bought 62 Constellation Energy shares in Q2 2026, an estimated $17.5K.
  • Constellation Energy made up 0.03% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #144 holding.
  • Ullmann Wealth Partners Group first reported a position in Constellation Energy in Q1 2025 and has held it in 6 quarters since.
  • Ullmann Wealth Partners Group's Constellation Energy position peaked at $390K in Q4 2025.
  • 1,857 funds tracked by Wall St. Rank held Constellation Energy as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.